Gift Planning

Welcome! We are pleased that you are interested in learning about the many benefits of charitable gift planning. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of the Arts and Education Council Gift Planning Team will be very pleased to help you.
Donor Story - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Personal Planner - How to Fund Your Living Trust
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust. For individuals who have moderate or larger estates, the...
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Washington News - Tax Extenders Signed by President
Tax Extenders Signed by President
On December 16 the Senate passed the Tax Increase Prevention Act of 2014 (H.R. 5771). The 76-16 vote showed overwhelming support for a one-year retroactive extension of 55 tax extenders. The bill also included the...
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